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Project Phase Descriptions

  1. Onboarding

    Onboarding

  2. Development Iterations

    Development Iteration

  3. Test

    Test

  4. Deploy

    Deploy

  5. Support

    Support




Onboarding

The purpose of the onboarding phase is to provide the core project team and project champions with hands-on, in-depth training on the Huron Research Suite solution’s functionality and configuration capabilities. During these sessions, we will document feedback and identify gaps between current business processes and the Huron Research Suite solution.

  • Identify Stakeholders and define their roles & responsibilities
  • Kickoff meeting to present the Onboarding schedule, confirm project scope and objectives 
  • Conduct Onboarding through in-person training and Learning Lab modules 
  • Gap analysis based on feedback during Onboarding sessions 
  • Gather and review existing project planning information and supporting documentation 
  • Establish project timeline & resource requirements 
  • Establish deadlines and milestones for various phases of work as well as key deliverables 
  • Establish project governance, approach, and change control 
  • Identify risks and formulate risk management strategies 
  • Establish progress reporting procedures 
  • Develop deliverable documentation standards and templates 
  • Document training needs 
  • Develop communication plans 
Development Iterations

The Iteration phase consists of multiple cycles of detailing requirements, planning, configuring, process testing, and acceptance tasks.

  • Prepare for and execute "future state" design workshops
  • Design and document "future state" system setup configuration 
  • Prototype and mock up solutions as required 
  • Develop functional specifications for interfaces, modifications , and reports 
  • Define security requirements based upon roles and responsibilities 
  • Finalize system test plan 
  • Develop end user training plan 
  • Finalize data mapping and conversion plan 
  • Establish test , development, and training environments 
Test

The key objectives of the Test phase are to pilot “future state” business processes in the new system and to verify that all components are working as designed to support implementation goals.

  • Conduct system testing sessions
  • Conduct user-acceptance testing sessions 
  • Perform mock conversions 
  • Logging issues found during testing for resolution 
  • Resolve issues found during testing for resolution 
  • Cutover approach 
Deploy

The objective of the Deploy phase is to successfully transition the new system to the end user community. 

  • Migrate interfaces and reports to production environment 
  • Migrate security to production environment 
  • Load system configuration 
  • Execute data conversion and verify results 
  • Perform security test 
Support

During the new system's stabilization period, the Huron team will work to transition all project roles and responsibilities to the Client team. 

  • Support end users as they transact business using the new system 
  • Conduct post go-live assessment 
  • Monitor and tune production environment 
  • Resolve software bugs and other issues 
  • Confirm ongoing plan to support and maintain the system 
  • Provide support to help desk personnel as needed 
  • Retire old system(s)